Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4351
$1.05M ﹤0.01%
43,543
+43,493
4352
$1.05M ﹤0.01%
107,899
+7,900
4353
$1.05M ﹤0.01%
79,073
+13,646
4354
$1.05M ﹤0.01%
62,765
+62,264
4355
$1.05M ﹤0.01%
50,000
4356
$1.04M ﹤0.01%
23,671
+14,804
4357
$1.04M ﹤0.01%
24,190
+4,326
4358
$1.04M ﹤0.01%
17,844
+17,816
4359
$1.04M ﹤0.01%
62,444
-389
4360
$1.04M ﹤0.01%
+47,944
4361
$1.04M ﹤0.01%
47,531
-624
4362
$1.04M ﹤0.01%
206,504
+1,179
4363
$1.04M ﹤0.01%
459,079
+300,669
4364
$1.04M ﹤0.01%
22,004
-15,802
4365
$1.04M ﹤0.01%
+105,747
4366
$1.03M ﹤0.01%
23,134
+10,056
4367
$1.03M ﹤0.01%
6,160
-6,256
4368
$1.03M ﹤0.01%
93,878
+93,848
4369
$1.03M ﹤0.01%
105,575
+5,575
4370
$1.03M ﹤0.01%
21,930
+4,727
4371
$1.03M ﹤0.01%
91,601
-195,800
4372
$1.02M ﹤0.01%
103,700
4373
$1.02M ﹤0.01%
58,430
-47,547
4374
$1.02M ﹤0.01%
14,534
+905
4375
$1.02M ﹤0.01%
+100,000